Investment Advisory Group, LLC Dimensional ETF Tr Transaction History

Investment Advisory Group, LLC

$371 Million
Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 41,674 shares of DFIV stock, worth $2 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

41,674

Previous 35,274 18.14%

Holding current value

$2 Million

Previous $1.63 Million 22.76%

% of portfolio

0.54%

Previous 0.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$45.13 - $48.25 $288,832 - $308,800	6,400 Added 18.14%	41,674 $2 Million
Q3 2025 Nov 03, 2025	BUY	$42.66 - $46.53 $175,119 - $191,005	4,105 Added 13.17%	35,274 $1.63 Million
Q2 2025 Jul 25, 2025	BUY	$34.67 - $43.21 $174,043 - $216,914	5,020 Added 19.2%	31,169 $1.33 Million
Q1 2025 Apr 14, 2025	BUY	$35.33 - $40.77 $90,480 - $104,411	2,561 Added 10.86%	26,149 $1.04 Million
Q4 2024 Jan 17, 2025	BUY	$34.86 - $37.97 $293,660 - $319,859	8,424 Added 55.55%	23,588 $836,000

Q3 2024 Oct 15, 2024	BUY	$34.66 - $38.38 $13,482 - $14,929	389 Added 2.63%	15,164 $577,000
Q2 2024 Jul 31, 2024	BUY	$35.5 - $38.02 $2,414 - $2,585	68 Added 0.46%	14,775 $531,000
Q1 2024 Apr 29, 2024	BUY	$33.15 - $36.75 $62,487 - $69,273	1,885 Added 14.7%	14,707 $540,000
Q4 2023 Jan 30, 2024	BUY	$30.86 - $34.46 $148,714 - $166,062	4,819 Added 60.21%	12,822 $440,000
Q3 2023 Oct 16, 2023	BUY	$32.1 - $34.42 $59,192 - $63,470	1,844 Added 29.94%	8,003 $261,000
Q2 2023 Jul 17, 2023	BUY	$31.45 - $33.77 $193,700 - $207,989	6,159 New	6,159 $202,000

Others Institutions Holding DFIV

# of Institutions

802

Shares Held

260M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.

Account

Investment Advisory Group, LLC Dimensional ETF Tr Transaction History